ITI Balanced Advantage Fund Regular vs Nippon India Balanced Advantage Fund compare

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ITI Balanced Advantage Fund Regular - Growth

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Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Fund	ITI Balanced Advantage Fund Regular - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Average
Asset Size (Cr)	₹378 Cr	₹8282 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	30 Dec 2019	15 Nov 2004
Category	Dynamic Asset Allocation	Dynamic Asset Allocation
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 50 Hybrid Composite debt 50:50 Index	CRISIL Hybrid 50+50 Moderate Index
Turn Over	%	334%
Expense Ratio	2.37	1.76
Manager	Vikrant Mehta	Ashutosh Bhargava
ISIN Code	INF00XX01655	INF204K01596
Exits Load	ITI Balanced Advantage Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365	Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months./365

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Month	-0.63%	-0.8%
6 Month	-3.19%	1.98%
1 Year	3.03%	12.89%
3 Year	7.95%	11.83%
5 Year	5.84%	12.32%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
6 Month	-	-
1 Year	-1.93%	8.2%
3 Year	10.19%	14.52%
5 Year	9.8%	13.96%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
1 Year	13.49%	14.38%
3 Year	10.1%	11.8%
5 Year	6.27%	12.32%

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Standard Deviation	7.494%	6.21%
Sharp	0.221%	0.79%
Beta	-	0.86%
Alpha	-	2.82%

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Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Name	Vikrant Mehta	Ashutosh Bhargava
Total AUM	₹698 Cr	₹121448 Cr
Fund Manage	8	12
	ITI Balanced Advantage Fund Regular - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Others	15.23	41.92
Large Cap	58.44	51.08
Small Cap	3.87	7.54
Mid Cap	3.53	11.66

Scheme Name	ITI Balanced Advantage Fund Regular - Growth	Nippon India Balanced Advantage Fund-Growth Plan-Bonus Option
Others	15.23	41.92
Telecom - Services	3.76	4.13
Petroleum Products	4.6	2.38
Electrical Equipment	2.78	1.62
IT - Software	7.25	7.22
Construction	1.38	2.1
Non - Ferrous Metals	0.83	-
Banks	14.36	15.43
Pharmaceuticals & Biotechnology	2.75	1.85
Ferrous Metals	0.81	0.52
Automobiles	2.06	2.54
Insurance	4.66	2.85
Diversified FMCG	2.36	3.49
Agricultural Food & other Products	0.46	-
Realty	0.35	1.82
Consumer Durables	1.86	2.52
Industrial Products	3.33	0.4
Finance	0.97	1.76
Financial Technology (Fintech)	1.35	1.09
Metals & Minerals Trading	1	-
Healthcare Services	0.53	0.24
Cement & Cement Products	0.99	1.12
Power	4.45	3.35
Retailing	1.86	1.61
Capital Markets	1.09	-
IT - Services	-	0.27
Aerospace & Defense	-	0.98
Transport Infrastructure	-	2.16
Personal Products	-	1.61
Transport Services	-	0.46
Auto Components	-	1.47
Diversified	-	0.55
Other Utilities	-	0.36
Beverages	-	1.42
Textiles & Apparels	-	0.74
Food Products	-	0.52
Leisure Services	-	1.7